SGMAX Mutual Fund

SGMAX Mutual Fund (SEI Institutional Investments Trust - Global Managed Volatility Fund Class A) is managed by SEI Funds. SGMAX expense ratio is 0.72%, holding 810 positions across sectors including Information Technology, Health Care, Consumer Staples. Inception date: 2016-02-01.

SGMAX performance shows a YTD return of 12.09%. The 1-year return is 20.62% and the 5-year return is 10.99%. SGMAX dividend yield stands at 12.70%, paid annually.

SGMAX top holdings include Cisco Systems Inc. - Ordinary Shares (1.7%), Verizon Communic (1.1%), Pfizer Inc (0.9%), HSBC USA Inc (0.9%), At&t Inc (0.9%). Go to all SGMAX holdings, SGMAX sectors, or SGMAX dividends.

SGMAX can be compared against other funds. Use SGMAX overlap to find shared positions, or SGMAX vs another fund for a side-by-side view. SGMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.